Annex Advisory Services, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Annex Advisory Services, LLC
- $2.75 Billion
- Q1 2024
A detailed history of Annex Advisory Services, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Annex Advisory Services, LLC holds 292,287 shares of SPTM stock, worth $19.4 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
292,287
Previous 298,538
2.09%
Holding current value
$19.4 Million
Previous $17.4 Million
7.46%
% of portfolio
0.68%
Previous 0.74%
Shares
26 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$559 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$244 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$218 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$199 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$185 Million0.07% of portfolio